Scoble looking back and feeling the Facebook IPO as a bit of a closure, or rather as a pause in the disruption. Now we should actually try to use all those wonderful new things.
Facebook has been quietly rolling out the beta of "Open Graph action spec targeting" which allows advertisers to target users by what they listen to, where they travel, what they buy, and other in-app activity.
Keith Woolcock on Time Business says Google is at its peak. The movement toward a closed internet (Facebook, Amazon, Apple) makes the Google business model less interesting.
Facebook as they go public will also face some new challenges - massive lawsuits. According to Reuters, Facebook is coming under the same fierce attacks being waged against other big technology companies: patent lawsuits.
Robert Scoble explains FB will get lots and lots of extra revenue and that the valuation of the company is very okay. Reasons: 1) the untapped mobile market, and a new kind of advertising.
And... Zuckerberg has been learning Chinese!
Facebook's growth is slowing. (...) IF Facebook is a good bet a $75 billion or $100 billion it is because Facebook will not only be able to grow its current businesses - it will be able to leverage all that attention it gets from users and create new businesses, just the way it created the payments business out of nothing a couple years ago.
Facebook's IPO filing included at least four mentions of relatives of company executives or directors, and their business or financial ties to the company.
A quick back-of-the-envelope calculation shows margins contracted a bit from 2010 to 2011, but still: the company made $1 billion in net income on $3.7 billion in revenue last year, for a margin of 27%.